Robertson Stephens Wealth Management’s Constellation Energy CEG Stock Holding History

Robertson Stephens Wealth Management’s Portfolio CEG Stock Details CEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-751	Closed	-$210K	–	649
2026 Q1	$210K	Sell	751 -165	-18%	-$50.1K	0.01%	578
2025 Q4	$324K	Sell	916 -120	-12%	-$43.6K	0.01%	511
2025 Q3	$341K	Buy	1,036 +33	+3%	+$10.7K	0.01%	425
2025 Q2	$324K	Sell	1,003 -1,539	-61%	-$407K	0.01%	443
2025 Q1	$513K	Buy	2,542 +1,465	+136%	+$393K	0.02%	361
2024 Q4	$241K	Buy	+1,077	New	+$269K	0.01%	515

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Robertson Stephens Wealth Management's CEG Position: Q2 2026 in Review

Robertson Stephens Wealth Management sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 751 shares — an estimated $210K sold.

Robertson Stephens Wealth Management first reported a position in CEG in Q4 2024 and held it in 6 quarters. The position peaked at $513K in Q1 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Robertson Stephens Wealth Management reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
Robertson Stephens Wealth Management sold 751 Constellation Energy shares in Q2 2026, an estimated $210K.
Robertson Stephens Wealth Management first reported a position in Constellation Energy in Q4 2024 and held it in 6 quarters.
Robertson Stephens Wealth Management's Constellation Energy position peaked at $513K in Q1 2025.
1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.